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Future Financial Wealth Management’s Calumet Specialty Products CLMT Stock Holding History

Future Financial Wealth Management’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,000
Closed -$119K – 176
2024
Q1 		$119K Buy
+8,000
New +$127K 0.09% 153
2022
Q2 		– Sell
-8,000
Closed -$109K – 185
2022
Q1 		$109K Hold
8,000
– – 0.09% 169
2021
Q4 		$120K Buy
+8,000
New +$101K 0.1% 172

Other funds holding CLMT

WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Future Financial Wealth Management's CLMT Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Calumet Specialty Products (CLMT) in Q2 2024, closing a stake of 8,000 shares — an estimated $119K sold.

Future Financial Wealth Management first reported a position in CLMT in Q4 2021 and held it in 3 quarters. The position peaked at $120K in Q4 2021. 69 funds tracked by Wall St. Rank hold CLMT as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Calumet Specialty Products position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 8,000 Calumet Specialty Products shares in Q2 2024, an estimated $119K.
  • Future Financial Wealth Management first reported a position in Calumet Specialty Products in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's Calumet Specialty Products position peaked at $120K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.